Diversified Estate Services
Financial Advising
Why pick this one
Diversified Estate Services has been assisting individuals with financial planning since 1976 and specializes in Equity Indexed Universal Life Insurance strategies.
Best for
- individuals seeking tax optimization for retirement funds
- clients looking for alternative investment methods
- homeowners wanting to manage mortgage payments effectively
Look elsewhere if
- seeking traditional stock market investments
- interested in basic savings accounts only
Specialties
- managing home equity
- maximizing mortgage write-off
- transferring funds to heirs tax-free
- creating income for retirement
- structuring superior investments
Certifications
- Certified Financial Planner™
- LUTC
What makes them different
- specializes in Equity Indexed Universal Life Insurance contracts
- focuses on tax-free income strategies
- has no complaints filed with the Better Business Bureau
- provides educational resources and training for clients
- offers strategies to avoid tax burdens on retirement funds
- Years in business
- since 1976
- Serves
- Cary, Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 4101 Lake Boone Trl, Raleigh, NC 27607-2975
- Phone
- +19197878866
- Website
- http://desllc.org/
- info@desllc.org
Services
- financial advising
- retirement planning
- tax optimization
- investment strategies